JWM
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JPL Wealth Management’s Travelers Companies TRV Stock Holding History

JPL Wealth Management’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$101K Buy
+347
New +$102K 0.02% 164
2025
Q4 		– Sell
-347
Closed -$96.9K – 1044
2025
Q3 		$96.9K Buy
+347
New +$92.9K 0.02% 173

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JPL Wealth Management's TRV Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Travelers Companies (TRV) in Q1 2026: 347 shares worth $101K. The stake represents 0.02% of the portfolio and ranks #164 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in TRV as recently as Q3 2025.

JPL Wealth Management first reported a position in TRV in Q3 2025 and has held it in 2 quarters since. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • JPL Wealth Management held 347 shares of Travelers Companies worth $101K as of Q1 2026.
  • Travelers Companies was a new JPL Wealth Management position in Q1 2026.
  • Travelers Companies made up 0.02% of JPL Wealth Management's portfolio in Q1 2026, its #164 holding.
  • JPL Wealth Management first reported a position in Travelers Companies in Q3 2025 and has held it in 2 quarters since.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.